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2832 South Meridian Suite 201, Puyallup, WA 98373 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-26 |
| WA | RA | APPROVED | 2012-12-11 |
Branch Locations
2832 South Meridian Suite 201, Puyallup, WA 98373 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investors Portfolio Services Llc. | Puyallup | WA | 12/2012 | Present |
| National Planning Corporation | Puyallup | WA | 01/2006 | 09/2016 |
| United Planners Financial Services | Scottsdale | AZ | 09/2016 | 02/2020 |
| Frank Gallo | Puyallup | WA | 08/2006 | 12/2025 |
| Fmt Solutions | Puyallup | WA | 10/2007 | 12/2021 |
| Hg Capital Llc | Puyallup | WA | 02/2002 | Present |
| Joan M Gallo Trust | Puyallup | WA | 01/2002 | 12/2025 |
| Frank Gallo | Puyallup | WA | 01/1995 | Present |
| Fortune Financial Services, Inc. | Monaca | PA | 03/2020 | 01/2024 |
| Cash Flow Analysis Llc | Puyallup | WA | 10/2024 | Present |
1)HG CAPITAL LLC - Owner - Commercial Rental Real Estate Building - NOT INVESTMENT RELATED - 02/01/2002 - Puyallup WA 2)FRANK GALLO - Tax Preparer - Tax Preparation for federal taxes - NOT INVESTMENT RELATED - 01/02/1995 - Puyallup WA 3)INVESTORS PORTFOLIO SERVICES - owner - Referral Program for tax prep - NOT INVESTMENT RELATED - 08/05/2015 - Puyallup WA 4)CASH FLOW ANALYSIS LLC - owner - holding company - not investment related - 10/10/2024 - Puyallup WA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-11-21 |
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